Ep 04: Being Charitable - Raising More Money with other People’s Money
Play • 42 min

Episode 04 Being charitable - raising more money with other people’s money. Featuring Randy Fox, Partner, Two Hawks Consulting

– Alpha Tax with Matt Chancey

There are very few people who really understand or have the depth of knowledge to handle wealth transfer of high-end estates. Randy Fox is a Certified Financial Planner and Credited Estate Planner is one of the nation’s leading experts on advanced estate planning and planned giving. He is a partner at Two Hawks Consulting and founded the Ten Billion for Charity movement.

Randy is also a regular contributor to the Wealth Management website and Editor at Large of the Planned Giving Design Center.

The conversation goes in depth with a case study, along with other important information. Highlights include:

The lack of advisors who have the knowledge to help high-net worth families.

An explanation of a Donor Advised Fund, DAF.

The difference between a Charitable Remainder Trust, CRT, and a Pooled Income Fund.

A case study walk-through when someone has some charitable intent and wants to avoid capital gains.

The strategy of tax deductions and examples of pay outs.

A software tool to hope other professional advisors like a CPA or attorney.

Enjoy the show!

Connect with Randy:

Website: https://www.twohawksconsulting.com/about-us

Connect with Matt:

Website: https://www.mattchanceylive.com/home1615404071938

Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

Learn more about your ad choices. Visit megaphone.fm/adchoices

More episodes
Clear search
Close search
Google apps
Main menu